Research & Strategy

The application of research plays an integral role in the property investment process. We forecast and analyse economic and property data across Europe and the expansion of this work into Asia is underway. We look at occupier strategies to identify key themes and turning points which may affect the future performance of countries, sectors, regions and individual properties.

Our unique approach to research in the residential market has identified sectors of the market with strong income characteristics, these sectors would be well positioned to aid diversification and boost returns.


Topics of interest

General
  • The impact of environmental issues on property and opportunities this presents
  • The credit crunch and its impacts on the European property market
  • Sale and leaseback – opportunity or illusion?
  • Italy – an opaque, over-looked but rewarding property market
  • Germany – the sleeping giant awakens.

Retail
  • The UK high streets dually impacted by cyclical and structural change
  • German retailing limited modern supply and growing demand provides a strong and growing opportunity
  • 'Baltic Tigers' opportunities for retail investment in Estonia, Latvia and Lithuania
  • Supermarkets – an investment opportunity, threat to the UK high street, or both? 
  • The out-performance of big box retail in Europe

Residential
  • Strong tenants, long leases, high returns, now is the time to invest in European residential.
  • Student Halls - investing for the longer term
  • Senior Housing - surging demand from Europe's demographic changes
  • The ALM characteristics of life tenancies 
  • Investing in the German residential market – now, soon, or never?

Offices
  • The mixed impacts of off-shoring on European office markets 
  • The investment potential of provincial cities in Europe 
  • The impacts of technological change and new working practices on office demand and supply

Industrial
  • Europes light industrial/Managed Estates - a sector overlooked by European investors
  • UK residential land supply shortfalls a key driver of value growth for industrial property South East and London
  • The impact of drivers’ hours legislation on the location of European logistics facilities


30 September 2008
UK Property Prospects Executive Summary (PDF)

30 June 2008
German retail research (PDF)


30 April 2008
Real Estate Investment in Turkey (PDF)


30 September 2007
The Nordic Baltic retail markets (PDF)


31 March 2006
Investment in UK Student Halls (PDF)

Key Contact